Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Nikkei 225 Index Tactical Outlook Ahead of Next BOJ Rate Decision

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>US equities closed at record highs as technology strength and easing oil prices drove gains; Nasdaq rose 8% in May, with AI-driven semiconductor and software leadership broadening.</li>
<li>Oil prices fell around 2% on US-Iran ceasefire extension talks, with WTI down 17% in May, its sharpest monthly decline since April 2025.</li>
<li>Japan-Australia-New Zealand defence talks advanced potential Mogami-class ship exports, supporting interoperability and expanding Japan’s defence export cooperation, particularly with Australia and New Zealand.</li>
</ul>


US equities closed at record highs as technology strength and easing oil prices drove gains; Nasdaq rose 8% in May, with AI-driven semiconductor and software leadership broadening.
Oil prices fell around 2% on US-Iran ceasefire extension talks, with WTI down 17% in May, its sharpest monthly decline since April 2025.
Japan-Australia-New Zealand defence talks advanced potential Mogami-class ship exports, supporting interoperability and expanding Japan’s defence export cooperation, particularly with Australia and New Zealand.


Ohayo Japan | Sell in May?